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BROKER-DEALERS: 1,000 Advisors or More Service
RAYMOND JAMES
The Private Wealth Advisor Program is an internal designation program that provides advisors with holistic and rigorous training to equip them to attract and serve high-net-worth and ultra-high-net-worth clients. It builds on a strong platform of advice, planning and solutions for advisors who focus on serving clients with complex needs and more than $5 million in investible assets. Advisors expand skills and knowledge through one on one coaching, peer sharing and case study work, and completing online Private Wealth Advisor Program
technical modules. All of this work is supported by our firm wide subject matter experts and coaching team. The Private Wealth Advisor Program is a natural evolution of our long-standing history of providing educational opportunities for advisors how want to grow in this space.
Raymond James is a leading diversified financial services company providing private client groups, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The firm, together with its subsidiaries, is engaged in various financial services activities, including providing investment management services to retail and institutional clients, merger & acquisition and advisory services, the underwriting, distribution, trading and brokerage of equity and debt securities, and the sale of mutual funds and other investment products. The firm also provides corporate and retail banking services, and trust services.
www.raymondjames.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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